See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,267 | $74,927-43.6% | $101,794-58.5% | $84,808-50.2% |
| Participation rate | 73.1% | 61.4%+11.7pp | 69.2%+3.9pp | 68.3%+4.8pp |
| Annual return | 13.56% | 18.70%-5.1pp | 30.53%-17.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $634 | $1,522-58.3% | $2,289-72.3% | $2,631-75.9% |
| Participant deferral / active EE | $4,123 | $3,099+33.0% | $4,084+0.9% | $4,212-2.1% |
| Admin fee / account holder | $8,503 | $6,514+30.5% | $8,777-3.1% | $7,344+15.8% |